Sovereign Financial Group’s iShares Core Dividend Growth ETF DGRO Stock Holding History

Sovereign Financial Group’s Portfolio DGRO Stock Details DGRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$439K	Hold	6,260	–	–	0.08%	226
2025 Q4	$435K	Buy	+6,260	New	+$430K	0.07%	210
2024 Q3	–	Sell	-4,524	Closed	-$261K	–	285
2024 Q2	$261K	Sell	4,524 -3,118	-41%	-$178K	0.07%	234
2024 Q1	$444K	Sell	7,642 -2,861	-27%	-$159K	0.12%	168
2023 Q4	$565K	Sell	10,503 -6,258	-37%	-$317K	0.17%	116
2023 Q3	$830K	Sell	16,761 -1,775	-10%	-$91.9K	0.3%	71
2023 Q2	$955K	Buy	+18,536	New	+$932K	0.31%	79

Other funds holding DGRO

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Sovereign Financial Group's DGRO Position: Q1 2026 in Review

Sovereign Financial Group held its iShares Core Dividend Growth ETF (DGRO) position steady in Q1 2026 at 6,260 shares worth $439K. The position accounts for 0.08% of the portfolio, ranked #226.

Sovereign Financial Group first reported a position in DGRO in Q2 2023 and has held it in 7 quarters since. The position peaked at $955K in Q2 2023. 1,310 funds tracked by Wall St. Rank hold DGRO as of Q1 2026.

Sovereign Financial Group held 6,260 shares of iShares Core Dividend Growth ETF worth $439K as of Q1 2026.
Sovereign Financial Group left its iShares Core Dividend Growth ETF share count unchanged in Q1 2026.
iShares Core Dividend Growth ETF made up 0.08% of Sovereign Financial Group's portfolio in Q1 2026, its #226 holding.
Sovereign Financial Group first reported a position in iShares Core Dividend Growth ETF in Q2 2023 and has held it in 7 quarters since.
Sovereign Financial Group's iShares Core Dividend Growth ETF position peaked at $955K in Q2 2023.
1,310 funds tracked by Wall St. Rank held iShares Core Dividend Growth ETF as of Q1 2026.

Based on Sovereign Financial Group's 13F filing for Q1 2026, filed 17 Apr 2026.